See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,557 | $209,411-85.4% | $178,490-82.9% | $158,922-80.8% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 20.64% | 188.75%-168.1pp | 151.07%-130.4pp | 302.83%-282.2pp |
| Employer contribution / active EE | $2,412 | $5,706-57.7% | $5,011-51.9% | $4,761-49.3% |
| Participant deferral / active EE | $11,370 | $5,954+91.0% | $5,202+118.6% | $5,982+90.1% |
| Admin fee / account holder | $139 | $17,074-99.2% | $13,984-99.0% | $11,246-98.8% |